Financial consultant jobs in Commack, New York (NY) State

Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. A Branch Banking-Client Consultant II- Float travels between assigned branches in order...

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. We fully support you with an open architecture product platform and top resources in the f...

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. We fully support you with an open architecture product platform and top resources in the f...

Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. We fully support you with an open architecture product...

Prepares financial planning, financial section of annual and quarterly reports to shareholders, applicable government reports, and budget reports. Identifies complex financial problems or issues, researches solutions, and implements corrective steps to achieve higher level of efficiency. Advises ...

Essential Duties & Responsibilities.Performs a combination of duties in accordance with departmental guidelines:.Manages an inventory of highly complex commercial claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company prot...

Presidio is seeking a Senior Financial Solutions Consultant to join our team. Our Account Managers (Financial Solutions Consultant) earn a competitive base salary, exceptional commissions and benefit plans — along with top training and support, and recognition for high performers. Executing sales...

Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial ...

Understanding of basic financial principles including experience with project financial budgeting and planning. Must demonstrate strong consultative skills and the ability to work effectively with client and other systems technical staff, consultants, and vendors and all levels of staff. ...

NY FarmNet Financial Consultants provide financial counseling and services to clients who request support in identifying and solving problems within a farm family or agricultural business. Our Financial Consultant Openings:. New York FarmNet is actively recruiting for part-time Financial Consulta...

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. We fully support you with an open architecture product platform and top resources in the f...

NY FarmNet Financial Consultants provide financial counseling and services to clients who request support in identifying and solving problems within a farm family or agricultural business. Our Financial Consultant Openings:. New York FarmNet is actively recruiting for part-time Financial Consulta...

Lead financial negotiations and raise all financial matters to executive management for decision. The Manager, IT Sourcing will act as an agent for the Procurement organization to source, contract and manage partnerships across the organization, with a heavy focus on supporting our Information Te...

SNF Corporate Clinical RN Consultant. The right candidate will have a pleasant personality and 3-5 years of experience as a Director of Clinical Services or Nurse Consultant role or strong Director of Nursing experience with good knowledge of the CMS/DOH regulations & a successful survey history....

Our Northwestern Mutual firm in Melville is looking for individuals to join our team of financial professionals. A career with Northwestern Mutual allows you the opportunity to make an impact on others by helping them achieve financial security. We work with all types of clients from individuals,...

Large Private Company seeking a Senior Financial Analyst to join their growing team on Long Island with Hybrid work schedule. Develop monthly forecasts of current year financial results. Develop and administer timely use-oriented financial analyses. Liaison with the NACO Business Analysts and Cor...

Financial Planners at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning appro...

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Build a c...

Create, maintain, and update financial databases and spreadsheets, and generate various financial reports as required. Recommend new methods and processes related to the financial analysis function and present to senior management. Participate in team efforts to improve functioning of the departm...

Simple Solutions Financial Service needs the right agents to help our growing clientele build an asset and not a liability. We are looking to hire and train agents to educate and assist homeowners with their financial needs. When customers purchase mortgage protection insurance with Simple Soluti...

Exciting Opportunity for Entry-Level Financial Advisor in Melville, NYSeeking passionate individuals to join the New York Life Long Island General Office. Responsibilities:• As a New York Life Financial Professional, you will help provide families in your community with expertise, insights, and s...

A rapidly growing pharmaceutical company seeks an Assistant Controller to join it's accounting team. ...

Financial Sales Representative. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with...

Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to c...